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The market gradually mature LED industry will be affected

LED TFT panel industry actively cut the supply chain, to replace CCFL as backlight. Insiders said that once the application of LED in the backlight on the formation, the demand for up to one billion months a year is expected to drive next year LED industry reproduction.

It is understood that the global LED industry's high growth rate by nearly 30% in 2003 and 2004 years later, in 2005 continued to grow. But because the mobile phone application slowdown in demand driven by the growth in LED, so the industry estimates, in 2005 and 2006 after two years instead of the new application areas, will be on display, automotive lighting, camera flash, backlight and indoor lighting. The application of these areas as long as a new application of the market can be formed, the industry predicted that next year, LED is likely to be a high order products out of stock. Relevant data show that the LED market in 2005 the annual growth rate of about 16%. Due to continued growth in demand, estimated in 2008 is expected to reach $6 billion 800 million market size, which, with high brightness LED and ultra-high brightness LED most growth potential. From the global market, the main application areas of high brightness LED is still on the backlight device, which accounted for nearly 60% of the market demand. Another major market is the automotive and lighting market.

The back light source of demand, the industry believes that if the LED panel on the application of mature, a moon panel product demand for LED is as high as one billion, but in high level domestic production and Taiwan manufacturers at this stage, can cut panel industry production capacity is not much, so the higher order capacity very easy to appear out of stock situations.

At present, the LED market is worth noting is that the past two years due to drive LED growth is fast mobile phone applications, estimated the next year will continue to grow, but after 2006, LED will show a slowdown in the mobile phone application value. In recent years, the mobile phone market to contrast color, photography and thin the trend of development, the application of LED in the mobile phone market has become the key factor to the rapid growth of LED market, and now as the market matures and terminal slowdown in demand, LED Dong Liming in the field of mobile phone market growth significantly less than the automotive electronics and other fields. Experience believes that the new LED application will be replaced by the future, to automotive lighting, display, camera with flash, backlight and indoor lighting market. In the application of LCD panel backlight source, LED will have the potential for growth.

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